Roles help you match an internal user's responsibilities in your company with the screens and tasks in Kube. A role includes a set of permissions that control the individual screens and tasks internal users can access. After you add a role and customize the role's permissions (if desired), you can assign the role to internal users to give them the associated set of permissions. For more information about permissions and assigning roles, see Customizing role permissions and Assigning a role to an internal user.
Kube comes with six default roles: Owner, Property Admin, Receptionist, Accountant, Sales, and IT. You can add custom roles copied from the default roles or from the custom roles you already created. You can view the permissions for each default and custom role on the Permissions tab.
This article is part of the Kube system setup flow. For more information, see Kube setup checklist.
CAUTION: You cannot edit a role once it has been created.
To add a role
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Details screen appears.
Select the Security tab and select the onscreen Roles tab.
Click the Add button.
Complete the fields.
Name
Name of the role.
NOTE: The role name cannot be the same as any existing active or archived role.
Copy From
Select an existing role that Kube copies permissions from for the new role.
TIP: You can view each role's permissions on the Permissions tab. If you have not created any roles yet, select a default role to copy permissions from.
Click Save.
TIP: The next step in the Kube system setup process is to customize permissions. For more information, see Customizing role permissions.